New Professional Advisor Resources
Oct. 23, 2019
New Professional Advisor Resources
As professional advisors work with clients to meet their charitable and financial goals, the Community Foundation is here to help with new resources to assist in charitable conversations. Visit www.desmoinesfoundation.org/paresources for a compilation of resources you can access anytime.
New Videos
We have created two new videos that highlight the Endow Iowa Tax Credit program and Community Foundation charitable giving funds.
Our new Client Giving Solutions piece provides an overview for clients of the ways we work together to meet their giving goals.
Open a Charitable Giving Fund Online
From our website a brief form can be completed to start a charitable giving fund for clients. After receiving the form, our team of charitable giving experts will be in contact to create a customized approach to giving.
Connect With Us
Our team is here to serve as a partner in giving. Let us know how we can help by contacting Jordan Richardson, CAP®, director of charitable giving, at richardson@desmoinesfoundation.org or (515) 244-0020.